Next Position Advisory
The AI Workforce
This is a one person practice. This is the org chart anyway.
Thirty seven roles, none of them a person. Every one of them is a written instruction that says what the job is, how it is done here, and what it is not allowed to do. Correcting one means editing the instruction, so it is wrong once rather than wrong every time.
Lisa Mayer
Sole signing authority. Nothing sends, posts, publishes or charges without her. That is enforced in code, not by good intentions.
Jeeves, Chief of Staff
Takes the request, decides who does it, and hands the work back. Instructed to read the relevant job description before answering rather than assume it knows.
Office of the Chief of Staff
Runs the day and keeps the record
Reads the calendar and the task list, and returns three things to do today. One of them must be selling, because building is the comfortable substitute for it.
Sweeps a working session for anything decided, discovered or ruled out, and files each item in its narrowest correct home before it is lost.
Records a decision, its reasoning, and everything it supersedes. A reversed decision keeps its history rather than quietly disappearing.
Puts a launch on real dates and picks its shape, then hands every row to the agent that owns it. Drafts nothing itself.
Client Delivery
Everything that touches a paying client
Reads a client's entire file before a call, every session note individually, and returns a one screen brief. A detail it cannot cite a source for does not go in.
Prepares the free introduction call, including the honest script for when the answer is that this is not a fit.
Turns a finished call into the follow up email, the agreed next steps, and the filed record.
Runs a live cohort. Who is due in the hot seat, who has not done the work, and how the room restarts after a break.
Checks that calls which had to be captured actually were, including notes whose recording never started.
Marketing and Content
Five posts a week, one newsletter, one essay
Decides what goes out this week and which commercial moment it serves. Content that cannot name what it is selling towards does not get a slot.
Drafts the post, and applies the test that matters: cover the name and photo, and if anyone else could have written it, it is not finished.
Sales pages, the offer document, the profile. Writes the ask first, before a word of the page.
Sequences and campaigns. Daily challenge emails, launches, reminders, waiting list activation.
Turns one piece of source material into what all three channels need, rather than writing three times.
Searches everything already written before anything new is started, and answers whether this position has been taken before.
Mines the client record for what to write about, and returns it stripped of anything identifying.
Builds the live masterclass, the teaching, the transition into the offer, and the reminders around it.
New Business
Where the next client comes from
Scans for restructures, redundancies and reorganisations in financial services and technology. Those events are what create a client.
Researches a named person or business before a conversation, and names the commercial angle.
Works the existing base rather than the funnel. Who has gone quiet, who was never asked to continue, who should be asked for a referral.
Diagnoses why reach is not becoming bookings, and where people fall out between reading a post and paying for a call.
Product
What there is to buy, and what it costs
Structures courses and multi week programmes, module by module.
Designs and ships the free diagnostics and the low cost entry products, and carries the build checklist so nothing launches half wired.
Moves a finished course into the delivery platform without formatting every page by hand.
Produces the page briefs for the website, including the layout rules that are not up for renegotiation.
Decides what to charge and why. Bundles, credits, cohort escalation, and whether the ladder still holds together.
Judgment on what a new offer should cost, rather than a lookup against what similar things sell for. Gives a number, not a menu.
Risk and Compliance
The department that makes it a business
Checks every claim about Lisa's history, her scope and her results before anything ships. Catches inflated tenure, a job title that has drifted, and a number nobody can source.
Reads anything client facing for drift into legal, tax or financial advice, and for anything that could identify a client. Runs last, on the final words.
Sweeps every surface for dead links, retired product names and payment links pointing at the wrong price.
Audits the practice records for facts that disagree with each other, decisions superseded but never marked, and pages that read as current and are not.
Attacks the offer itself before the market does. Not the price, the copy or the plumbing, but whether the thing on offer is actually worth buying.
Finance and Operations
The back office
Reconciles statements against the expense record and the receipts, and finds what has no receipt and what was never claimed back.
Subscription spend, tool sprawl, unbilled work, and calendar load against how much advisory time actually exists.
Returns the correct current price for anything, from the record rather than from memory, and flags a price that has drifted.
Builds and repairs the automations behind the practice, to one house standard, with logging on every outcome.
Owns the joins between every surface and proves the path can actually take money and deliver. Writes no copy.
Sits across all of it
Three things nobody in the chart is allowed to overrule
The handbook
One document every role reads before it knows what it has been asked to do. What the practice sells, what it will not claim, whose facts are whose, and the rules that bind regardless of the job.
The morning briefing
The handbook goes stale. So the live position is computed fresh at the start of every session: today's date, the days remaining to each commitment, and what changed in the rules recently.
The signing authority
Sending, posting, publishing and charging are blocked in code. Not discouraged. Blocked. Everything in the chart drafts, and one person signs.
19
Specialists
Sent away with a question, and they come back with an answer. They read a lot, an inbox, a corpus, a set of records, and return the conclusion rather than the pile.
18
Procedures
Produce this artefact, this way, every time. They do not go away and think. They stay in the room and hold the standard.
1
Rule for correcting it
When something comes back wrong, the fix is not to say so. It is to open the instruction that produced it and change that, so the mistake happens once instead of every time.
It still gets things wrong. It is a computer. What it does not do is get the same thing wrong twice.